Mastercard Inc. (MA)

Visa vs. Mastercard? MC is sluggish in Europe. Visa is making deals in India, which MC doen't like. MC has a long relationship with PayPal. MC's earnings are up $1.70, but mostly due to tax cuts. Do half a position. If it doubles, don't buy more. Managing your cash is the most improtant think. He likes both stocks, but not these prices.

How to play Mastercard and Visa in ETFs? They're heavyweights in the tech ETFs; XLK-Q (Visa is large in this) if you want liquidity. Also look at IGM-N.

She likes this space--it's a play on e-commerce and in countries where cash and cheque dominate payments. Credit cards will continue to grow. She owns Visa, though MA has done better lately. Nothing wrong with buying either in this pullback. They were getting pricey vs. a few weeks ago. She prefers Visa because they brought in Visa Europe last year which will raise their international presence and introduce new products and grow the company.

This is a trend away from cash. Still some countries still use cash (i.e. Japan). They also created new services based on the data they collect with good margins. All analysts prefer this one vs VISA (V-N). Even as VISA (V-N) is cheaper on a multiple basis. (Analysts’ price target is $229.33)

Mastercard (MA-N ) vs. VISA (V-N). Owns Mastercard instead of VISA. But the charts look similar. All you do is jump in. With a long base, if you believe in the company, you’re not sure when it’s going to pop, but when it does, off it goes. VISA has made a new high, compared to the market, which has not.

Visa (V-N) or Mastercard (MA-N)? Likes the electronic payment space. Cash and cheques are still the predominant form of payment in many countries, so there’s lots of runway, even in developed markets. Bought Visa a couple of years ago and is happy to keep holding it. Benefits of buying Visa Europe will come through this year in terms of integration. There are opportunities for both companies in terms of market share -- no reason to switch from one to the other.

He owns Visa, though he loves both names. Mastercard's ROE is a bit higher and the company is a little smaller than Visa, but he finds both are excellent companies.

Owns Mastercard instead of Visa, but the story is the same. They both dominate credit cards worldwide. As we move into e-payments, both are prepared. Both will continue to move up. As for blockchain, they may get involved as an application.

VISA (V-N) vs MasterCard (MA-N)? He would probably look at VISA as it has had a more stable ride.

Visa (V-N) vs Mastercard (MA-N). Which would you buy? Visa is the largest, best player. Mastercard is more international. Visa just bought the European side which adds value. Both track well and perform similarly, but both trade higher than the banks, which could be risky in a volatile market. Both good long-term companies, because there is a move away from cash to electronic payments. Both trade at high multiples. Mastercard has developed technology more aggressively, but has been playing catch up on the international side.

Can't fault their chart. He's leery of the larger market, though. He would not chase it.